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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from Autotask.

Add your action

An action happens after the trigger—such as "Create Contact" in DocketManager.

You’re connected!

Zapier seamlessly connects Autotask and DocketManager, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Help_text
Trigger
Instant
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- Help_text
Trigger
Instant
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New Invoice
Triggers when a new invoice is found.
Trigger
Polling
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- Company
Trigger
Polling
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- Opportunity
Trigger
Polling
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New Task
Triggers when a new Task is found.
Trigger
Polling
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New Time Entry
Triggers when a new time entry is found.
Trigger
Polling
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- Company
- Assigned To Resource
Trigger
Polling
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Company
Trigger
Polling
Try It
Updated Service Call
Triggers when an existing service call is updated (not when created).
Trigger
Polling
Try It
- Help_text
- Field
Trigger
Instant
Try It
Create Company
Creates a company.
Action
Write
- Company
  Required
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article Category
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Project
  Required
Action
Write
- Company
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Task
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- QuoteName
- QuoteID
Action
Search
- Country ID
  Required
Action
Search
- Resource ID
  Required
Action
Search
Contact Created
Triggers when a new Contact is Created.
Trigger
Instant
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Customer Created
Triggers when a new Customer is created.
Trigger
Instant
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Order Placed Online
Triggers when an Online Order is placed.
Trigger
Instant
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Payment Created
Triggers when a Payment is Created.
Trigger
Instant
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Queue Changed
Triggers when and Order Item moves into a new Queue.
Trigger
Instant
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Quote Email
Triggers when a Quote Email is sent
Trigger
Instant
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Supplier Created
Triggers when a new Supplier is created.
Trigger
Instant
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Sync Item
Triggers when the "Sync Item" button is clicked on the Item View page.
Trigger
Instant
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Task Completed
Triggers when a Task is marked as completed.
Trigger
Instant
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Vendor Updated
Triggers when a Vendor is modified.
Trigger
Instant
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- Contact Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Name
  Required
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
Action
Write
- Task Text
  Required
- Due Date
- Assigned To
  Required
- Created By
  Required
- Customer ID
  Required
Action
Write
- Task Text
  Required
- Due Date
- Assigned To
  Required
- Created By
  Required
- Order Item ID
  Required
Action
Write
- Task Text
  Required
- Due Date
- Assigned To
  Required
- Created By
  Required
- Order ID
  Required
Action
Write
- Quote Item Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Quote Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Order Id
  Required
- Tracking Number
- Contact Name
- Destination Address Name
- Destination Address
- Destination City
- Destination Region
- Destination Country
- Destination Zip/Postal
- Cost
- Price
Action
Write
- Queue Name
  Required
- Order Item Id
  Required
Action
Write
- Id
  Required
- Update
- Updates
  Required
- Billing
- Billing Address
- Shipping
- Shipping Address
Action
Write
- Search By
  Required
Action
Search
- Number
  Required
Action
Search
- Number
  Required
Action
Search
- Search By
  Required
- Customer Id
  Required
- Name
  Required
- Title
- Phone
- Cell
- Email
- Tags
Action
Search or write

- Company
- Assigned To Resource ID
Trigger
Polling
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Project
Triggers when a new Project is found.
Trigger
Polling
Try It
New Service Call
Triggers when a new service call is created.
Trigger
Polling
Try It
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
- Company
Trigger
Polling
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- Company
  Required
Action
Write
- Name
  Required
- Submitter ID
  Required
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)
  Required
- Status
- Submit
Action
Write
- Company
  Required
Action
Write
- Quote
  Required
Action
Write
Create Time Entry
Creates a Time Entry.
Action
Write
- Contact
  Required
Action
Write
- Quote
  Required
Action
Write
- Ticket
  Required
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company ID
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency ID
  Required
Action
Search
- Company Name
- Company ID
Action
Search or write
Contact Updated
Triggers when a Contact is modified.
Trigger
Instant
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Customer Updated
Triggers when a Customer is modified.
Trigger
Instant
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Order Posted
Triggers when an Order is Posted.
Trigger
Instant
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Proof Status Updated
Triggers when a Proof Status is Created or Changed.
Trigger
Instant
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Quote Converted
Triggers when a Quote is converted to an Order.
Trigger
Instant
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Shipping Email
Triggers when a Shipping Email is sent.
Trigger
Instant
Try It
Supplier Updated
Triggers when a Supplier is modified.
Trigger
Instant
Try It
Sync Order
Triggers when the "Sync Order" button is clicked on the Order View page.
Trigger
Instant
Try It
Vendor Created
Triggers when a new Vendor is Created.
Trigger
Instant
Try It
- Customer Id
  Required
- Name
  Required
- Title
- Phone
- Cell
- Email
- Tags
Action
Write
- Task Text
  Required
- Due Date
- Assigned To
  Required
- Created By
  Required
- Contact ID
  Required
Action
Write
- Customer Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Order Item Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Order Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Order ID
  Required
- Created By Employee ID
  Required
- Deposit Type
  Required
- Payment Type
  Required
- Reference Number
- Payment Date
  Required
- Payment Amount
  Required
Action
Write
- Task Text
  Required
- Due Date
- Assigned To
  Required
- Created By
  Required
- Quote Item ID
  Required
Action
Write
- Task Text
  Required
- Due Date
- Assigned To
  Required
- Created By
  Required
- Quote ID
  Required
Action
Write
- Task Text
  Required
- Due Date
- Assigned To
  Required
- Created By
  Required
Action
Write
- Id
  Required
- Updates Help
- Updates
  Required
Action
Write
- Search By
  Required
Action
Search
- Search By
  Required
Action
Search
- Number
  Required
Action
Search
- Number
  Required
Action
Search
- Search By
  Required
- Name
  Required
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
Action
Search or write

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Connect Autotask and DocketManager to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Autotask to DocketManager integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

HelpHelp

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About DocketManager

DocketManager is a complete print business management system offering a fully integrated cloud based MIS and Web to Print platform.

HelpHelp

Related categories

Printing

Connect Autotask and DocketManager to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Autotask and DocketManager to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Autotask to DocketManager on the world's largest no-code automation platform